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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,887 | $81,504+15.2% | $102,437-8.3% | $80,959+16.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.07% | 25.60%-14.5pp | 24.95%-13.9pp | 35.67%-24.6pp |
| Employer contribution / active EE | $3,735 | $3,104+20.4% | $3,871-3.5% | $2,757+35.5% |
| Participant deferral / active EE | $5,270 | $3,871+36.1% | $5,060+4.1% | $4,300+22.5% |
| Admin fee / account holder | $1,725 | $6,719-74.3% | $8,388-79.4% | $6,925-75.1% |